Senior Account Executive

Xero

. Act as a strategic partner for large and mid-tier accounting practices .

Posted 9/16/2026full-timeSan Mateo • California • United StatesSenior💰 $110,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in field account management and strategic partnership development, with a strong focus on driving business growth and partner engagement in the fintech sector. Proficient in utilizing Salesforce for data management and forecasting while delivering impactful training and events.

Highest-signal resume keywords

Field Account ManagementSalesforce ProficiencyDigital Strategy DevelopmentSales Target AchievementPartner Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementSales StrategyDigital Resource EducationEvent DeliveryForecastingProject Strategy DevelopmentClient Migration SupportData ManagementSales Target ExceedingProcess Orientation

Soft Skills

Strong CommunicationPresentation SkillsInitiativeDetail FocusInfluencing Skills

Tools & Technologies

Salesforce

Industry Keywords

Fintech MarketAccounting PracticesPartner Base GrowthSustainable AdoptionTerritory Management

About the role

Key responsibilities & impact

Act as a strategic partner for large and mid-tier accounting practices
Drive net new business
Develop and execute digital strategies to help partners migrate clients onto the Xero platform
Own and manage the San Francisco territory
Build deep, lasting relationships with accounting partners
Develop formal engagement plans and project strategies to support partner migrations
Drive sustainable adoption and revenue growth across accounting and bookkeeping partners
Manage a consistent cycle of appointments and meetings within the allocated territory
Recruit, educate, and grow the partner base
Deliver events and certification training
Use Salesforce to maintain accurate data
Ensure excellence in forecasting and territory management
Collaborate with Senior Account Executive colleagues and Partner Consulting
Travel regularly for client visits and face-to-face meetings

Requirements

What you’ll need

Proven success in field account management
Track record of meeting and exceeding sales targets
Interest in the fintech market
Ability to educate others on digital resources and online accounting
Initiative to work independently
Process-oriented and detail-focused approach
Strong communication and presentation skills
Ability to deliver engaging events and influence digital strategy at a practice level
Experience using CRM tools such as Salesforce
Ability to travel regularly for client visits, including driving throughout Illinois
Must have working rights for the country this role is based in
Satisfactory completion of relevant background checks, which may include credit and criminal history checks

Benefits

Comp & perks

Equity (RSU) programs
Annual bonus
Performance-based cash or equity (RSUs) incentives, depending on role level and company performance
Medical insurance
Dental insurance
Vision insurance
401(k) match
21 days PTO
10 days of Wellbeing leave
5 days of Xtra Leave
1 volunteer day
12 paid holidays
Paid parental leave
Flexible hybrid working
Autonomy and flexibility to manage your own schedule
Xero Perks